Energy / Resources
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Mining services: don’t pick bottoms
Roger Montgomery
June 4, 2013
If you lose 50 per cent of your funds, you need to make a 100 per cent return – speedily, on what you have left – just to get back to square one.
This rather unlikely subsequent return motivates us to preserve capital by avoiding losses wherever possible. Irrespective of the yield of a stock or the tax that we might be required to pay, it is better to avoid a material loss where it eventuality is obvious to us. continue…
by Roger Montgomery Posted in Energy / Resources.
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- POSTED IN Energy / Resources
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Second wave of Australian LNG at risk
David Buckland
May 31, 2013
The second wave of four Australian Liquefied Natural Gas projects, worth $100b, is at risk.
Well publicised cost overruns, at the US$52 billion Gorgon LNG venture for example, have scared the industry.
continue…by David Buckland Posted in Energy / Resources, Insightful Insights.
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A falling A$ good for miners?
Tim Kelley
May 30, 2013
With the A$ having fallen consistently against the US$ we’re seeing a steady flow of commentary aimed at helping investors navigate the changing environment.
continue…by Tim Kelley Posted in Energy / Resources.
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Problems back home
David Buckland
May 24, 2013
It looks like the moment has finally arrived. The front page of yesterday’s Australian Financial Review was entitled “Resources Boom Falls to Earth”.
continue…by David Buckland Posted in Energy / Resources.
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The recession in resources gathers pace…
Roger Montgomery
May 22, 2013
As you must well know by now, we have been suggesting investors be wary of mining and mining services companies for over a year and half. Now that the somewhat predictable recession is occurring, most of the commentary centres on the present malaise.
continue…by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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High and dry?
Roger Montgomery
May 13, 2013
As you are no doubt aware, we have been keen followers of the mining services sector – before the wholesale sale of the Montgomery [Private] Fund’s exposure back in April last year.
continue…by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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MEDIA
What’s the outlook for the Australian economy?
Roger Montgomery
May 10, 2013
In these highlights from Sky Business’ Business View, with James Daggar-Nickson, Roger gives his view on the recent cash rate cut by the RBA and the implications for mortgage holders, as well as the outlook for the resources sector. What’s the outlook for Australia? Find out here.
by Roger Montgomery Posted in Energy / Resources, Financial Services, TV Appearances.
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MEDIA
Which stocks are good buys right now?
Roger Montgomery
May 2, 2013
In these highlights from the Sky Business Switzer program broadcast on 2 May, Roger gives his view on the intrinsic value of BHP, and whether he thinks that the banks are worth a look. Watch here.
by Roger Montgomery Posted in Energy / Resources, Financial Services, TV Appearances.
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The value of gold
Tim Kelley
April 19, 2013
A lot has been written about the gold price in recent days. Much of it has been the usual ex-post narrative explaining exactly why the price has moved in the way it has, including reasons such as: lower expectations for quantitative easing, hedge funds being forced to liquidate leverage positions, the loss of “safe haven” status, etc.
continue…by Tim Kelley Posted in Energy / Resources, Insightful Insights.
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MEDIA
The Chinese economy vs Australian mining share prices
Roger Montgomery
April 18, 2013
In these hightlights from the Switzer Report, Roger gives his views on the situation for Australian mining share prices in light of pressure coming from China as their economy slows down and their foreign exchange reserves decline. Watch here.
by Roger Montgomery Posted in Economics, Energy / Resources, TV Appearances.
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